Innovative Financial Services Senior Executive with 30 years experience in strategic planning, product management, operations and process re-engineering. Diverse background includes tenures with entrepreneurial alternative asset managers, a large banking institution and the trade association of the ...more

Innovative Financial Services Senior Executive with 30 years experience in strategic planning, product management, operations and process re-engineering. Diverse background includes tenures with entrepreneurial alternative asset managers, a large banking institution and the trade association of the open-end mutual fund industry. Operational activities have led to efficiencies and cost saving strategies resulting in annual savings of over $750K to most recent employer. Product development and deployment undertakings include the launch of unique financial instruments that have gathered $6.5 billion in assets over the past three years. Specialties: budgeting, structured investment product development and delivery, structured investment product compliance and regulation, meeting facilitation, project management, report writing, transaction processing, web site production, year end accounts reconciliation,less